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November 2018
The future of online marketplaces How the next generation of marketplaces are pushing boundaries and removing
remaining barriers, to create seamless experiences for European consumers
Sponsored by:
12 December 2018
2 Sponsored by
• This report (hereinafter referred to as the ”report") has been prepared by Dealroom.co
• The information in this report and all associated material, including but not limited to video, blog posts and any other form of content that may be created based on the information included herein, was created by Dealroom.co. The information herein reflects prevailing conditions and Dealroom.co's views as of this date, all of which are accordingly subject to change. Dealroom.co's opinions and estimates contitute Dealroom.co's judgment and should be regarded in such context. In preparing this Report, Dealroom.co has relied upon and assumed, without independent verification, the acuracy and completeness of all information available from public sources or which was provided to us by our partners. Dealroom.co's analyses are not and do not purport to be appraisals of the assets, stock or business of the companies mentioned herein. Neither Dealroom.co or any of its partners who have provided information or have otherwise been involved in the preparation of this report, makes no representation as to the opinions and estimates set forth herein.
• The report has been developed based based on Dealroom’s own research, expectations, estimates and projections where relevant, and does not express the opinions of any other entities mentioned herein, either as partners, sponsors, contributors or otherwise.
Disclaimer
3 Sponsored by
Schibsted: a tangible track-record in building and scaling
marketplaces and digital services globally
Our brands
22 countries
30M+ daily users
€880M revenues
Our reach
Source: Schibsted Group
4 Sponsored by
Schibsted’s venture arm supports entrepreneurs beyond
money
Minimize CAC, Maximize LTV
Support with data and tools
Scale Knowledgeable partner and
advisor
How we contribute
What we look for
Core verticals (real-estate, mobility, jobs) Sign of product market-fit and
tangible traction Solid teams
Source: Schibsted Group
1. Evolution of marketplaces
2. Consumer trends and innovators
3. Corporate strategic landscape
4. Segment deep-dives
Contents
6 Sponsored by
Emergence of global marketplaces, creating more value
than ever before
2000-2005 2005-2010 2010-2015 2015-2020
$150B
$100B
$50B
$25B
$10B
$5B
Online % Classifieds, yellow pages Vertical marketplaces On-demand & location based New models: iBuying, AI, …
Each valued $5-8B
Source: Dealroom.co
Vertical focus leads to better user experience (payments, engagement, logistics),
which has led to more value being created
7 Sponsored by
The unbundling continues: smaller markets, greater value
Image by David Haber, SupplyDemanded.com
Unbundling of the OLD: Huge addressable market
Inefficient matching Supply-driven
The NEW: Vertical focus (superior UX)
More efficient matching Greater convenience (transactional)
Example: Vinted
8 Sponsored by
Greater transaction ownership: reduced friction, greater
convenience but also greater operational complexity
Demand
Customer acquisition
Listing
Transaction incl. payment
Logistics & admin tools
Inventory
Supply
Classifieds Homes, cars,
jobs, products
Transactional marketplaces
Travel, delivery, gigs
“Full-stack” Food, on-demand
Inventory risk Homes, cars,
jobs, products
Asset light, profitable
Low revenue per user
Still asset light, higher take-rate
Possible long-term strategic disadvantage
Expand in ancillary markets
Economies of scale vs. merchant
High operational risk, requires market density
Ability to control own destiny
High capital intensity
Source: Dealroom.co. Inspired by this Point Nine article.
9 Sponsored by
70%
60%
50%
40%
30%
20%
15%
10%
5%
<5%
Online classifieds Transactional marketplaces Full-stack marketplace
Greater transaction ownership = higher % commission
(but market power is also an important factor)
Source: Dealroom.co. Inspired by Point Nine article. 1. Typical eCommerce gross product margin.
Example of very high commission are stock photo marketplaces. Explained by zero marginal cost and opaque pricing.
Fragmented supply
Concentrated supply
% commission
10 Sponsored by
High order value x Low order frequency
High order frequency High order value
Challenging for supply & for customer acquisition
x Low order value
High order frequency
Order value x order frequency = customer life-time value:
another key success factor
Order frequency
Ave
rage
Ord
er
Val
ue
Source: Fabrice Grinda (adapted by Dealroom).
Hotels ($200+)
Real Estate
Handy man
Mobility ($8)
Grocery ($100)
Food Delivery
($20)
Cars
Meal kits ($40)
Jobs
Wellness & Beauty
Doctor’s appointment
Wellness & Beauty
Car pooling
Possible solution to low order frequency problem: bundle low-
frequency into one?
11 Sponsored by
To summarise, Bill Gurley’s 10 factors: a robust framework
for evaluating marketplaces
From Bill Gurley’s All Markets Are Not Created Equal with adaptation by Dealroom. Excludes #5: Friction of Supplier Sign-Up as it is an initial disadvantage but also barrier to entry.
#1 #2 #3 #4 #5 #6 #7 #8 #9
Enhanced user experience
Economic incentive
Technology unlocking value
Fragmentation of supply
Size of market Expand market Order frequency Payment flow Network effects
Creating a “wow” moment with an
entirely new consumer experience
Strong economic gains by joining
platform e.g. better utilization
Buyer and supplier fragmentation is a
huge positive for an online marketplace
Important but can be misleading e.g. food
delivery, Airbnb
Opening up previously unavailable market
High frequency is good for supplier
Being part of payment flow brings
more influence in value-chain
The marketplace becomes stronger as it grows and matures
(booking)
(regulated)
/ (coming)
(airlines)
= major success
factor
= neutral or
positive
= major hurdle
to growth
1. Evolution of marketplaces
2. Consumer trends and innovators
3. Corporate strategic landscape
4. Segment deep-dives
Contents
13 Sponsored by
Housing Food Mobility Services Recreation,
hobbies & culture Healthcare &
insurance Holidays Clothing Communication Education
$2.8tn $2.1tn $1.1tn $0.8tn $0.6tn $0.6t + $1.1tn $0.5tn $0.5tn $0.2tn $0.2tn + $0.7tn
Rent & mortgage 65% ($1.8tn)
Home interior &
maintenance 16% ($0.5tn)
Energy
18% ($0.5tn)
Groceries 53% ($1.1tn)
Alcohol & tobacco
30% ($0.6tn)
Restaurants 17% ($0.4tn)
Car purchase 34% ($0.4tn)
Fuel &
maintenance 56% ($0.6tn)
Bus, train other
10% ($0.1tn)
Personal care (n.a.)
Financial services
(n.a.)
Other (n.a.)
Private healthcare 40% ($0.2tn)
Insurance premiums
60% ($0.4tn) s
Government funded ($1.1tn)
Flights 2% ($0.2tn)
Packaged
travel 2% ($0.2tn)
Hotel
2% ($0.2tn)
Total household spend of $9.4tn
= roughly 56% of
GDP of $17tn
$9 trillion in consumer household spending: two-thirds is
spent on housing, food and transportation
Source: Eurostat data and Dealroom analysis.
Plus $1.1tn government
funding
Plus $0.7n government
funding
30%
23%
11%
9% 7%
6% 5%
5% 3% 1% 100%
Housing Food Transport Services Recreation,hobbies & culture
Healthcare andinsurancepremiums
Holidays Clothing Communication Education Total
14 Sponsored by
Real estate is the largest consumer market, but the furthest
away from being digitally unlocked
Source: Dealroom.co
INCUMBENTS INNOVATORS THEMES
Rent & mortgage
Home ownership becoming financially out of reach
iBuying (Opendoor)
Crowd-investing
Interior & maintenance
Smart & connected home
IKEA is a bit lost? Opportunity for startups
Energy
Push for sustainability
Sustainable energy nears economic viability
Ownership Marketplaces
Investing and landlord
Interior Maintenance
Solutions Marketplaces Efficiency
$1.8 trillion
$0.5 trillion
$0.5 trillion
15 Sponsored by
INCUMBENTS INNOVATORS THEMES
Mobility
IPOs for Uber ($150B) and Lyft ($15B)
Uber and Lyft moving into micro-mobility & logistics
Lyft and Uber launched subscription service
Car purchase
iBuying (“Auto1” model)
Car giants transforming into Mobility-as-a-service
AI-assisted driving
Fuel & maintenance
Electric cars gaining traction
Push for cleaner cities
BP investing in subscription model
Anticipated shift from ownership to mobility-as-a-service is
still in early stage: still only a fraction of consumer spending
Source: Dealroom.co
Short Medium Long
Subscription Marketplaces Hardware/ software
Fueling Maintenance
$100 billion
$0.4 trillion
$0.6 trillion
16 Sponsored by
SHORT (0-5km) MEDIUM (5-20km) LONG (20km+)
Trains, busses & shuttle busses
Subscription
Scooters & eBikes
Hailing
Renting & sharing
Pooling
Consumers want more options; meanwhile cities are looking
to reduce congestion and create cleaner cities
Source: Dealroom.co
AI-assisted driving:
17 Sponsored by
Food delivery, groceries and dining are converging, driven
by innovators setting new consumer expectations INCUMBENTS INNOVATORS THEMES
Groceries
Big brands are doing direct-to-consumer via delivery platforms (Ben & Jerry’s)
Online penetration is around 6% (10%+ in London, Beijing, Shanghai) (1)
Services like Amazon Prime and Glovo are re-setting consumer expectations
Delivery
Delivery is still just a fraction of total market
More and more restaurants accept online orders
Groceries are another huge market for delivery
Restaurants
Dark kitchens may redefine restaurant industry
Point-of-sale software and booking apps
Alcohol & Tobacco
Still a huge market, as evidenced by Juul ($16B!)
Brewdog: innovated mass-market brand building
Consumer focusing on health
$0.4tn still does not include cannabis!
Source: Eurostat data and Dealroom analysis. 1. KANTAR.
$1.1 trillion
$50 billion
$0.6 trillion
$0.4 trillion
1. Evolution of marketplaces
2. Consumer trends and innovators
3. Corporate strategic landscape
4. Segment deep-dives
Contents
19 Sponsored by Source: Dealroom.co
Leading investment themes by investor type: corporates and
venture capital firms are both betting on fundamental shifts
Venture capital Corporate
Investment focus: frictionless marketplaces, unbundling, full-stack, fundamental changes in
consumer behavior (mobility, food)
Investment focus: second-hand goods, real estate, cars
(less in jobs)
Private equity
20 Sponsored by
Venture capital investment in marketplaces has been
focused on mobility and food
Mobility Food Fintech Real estate Jobs
Source: Dealroom.co
$ 16.0B $ 13.1B
$ 20.0B $ 17.5B
$ 7.2B
$ 13.3B
$ 18.8B
$ 13.9B
$ 5.8B $ 3.7B $ 3.8B
$ 7.3B
$ 2.9B $ 2.3B $ 1.8B $ 2.9B $ 0.6B $ 1.2B $ 0.4B $ 0.6B
2015 2016 2017 2018E 2015 2016 2017 2018E 2015 2016 2017 2018E 2015 2016 2017 2018E 2015 2016 2017 2018E
Global venture capital investment ($B)
21 Sponsored by
$400M
Corporates are making big strategic bets in fintech, cars & mobility, food, and jobs & recruitment
Source: Dealroom.co
Mobility Food Jobs & Education Homes
Transaction value (’16-’18E) $ 27B $ 30B $ 5B $ 2B
Notable
corporate deals in recent years
(2016-2018E)
€70M £125M
$335M
$250M
$866M
$159M
$300M
$200M
£ 5.5M
$1.2B
$429M
$18.5M
€335M
£175M
€115M
$10M
€1.0B
$200M
$300M
$1.1B
$26B
$60M
$15.3B
£20M
$14B
£30M
22 Sponsored by
The smart money: selected top-tier Venture Capital firms
Source: Dealroom.co. Selected top-tier VCs with track record in marketplaces. Excludes buyouts, secondary transactions, debt, ICOs, lending capital, grants.
Cars & Mobility Homes Jobs & Reschooling Fintech Health Food
Movinga (moving booking) CarSpring (iBuying)
Happycar (search & book rentals)
Evtiko (online agent) Proprioo (online agent)
Lamudi (online aggregator)
Iziwork (aggregator) Koru Kids (nanny hiring)
Helpling (on-demand hire)
theGuarantors Spotcap
Humanoo (wellness tracking) Vaniday (wellness booking)
Lemoncat (catering marketplace) Petsdeli (pet food market)
EatFirst (delivery)
Cowboy (e-bike) Bird (scooter)
JustPark Movinga (moving booking)
BlaBlaCar (ridesharing) Drivy (p2p rental)
Property Partner(investing)
Culture Amp (HR software) Beamery (HR software)
Adzuna (search) Justworks (HR software) Wayup (part-time hire) Qapa (on-demand hire)
CoverWallet (Insurance) Revolut (banking) Alan (Insurance)
Robinhood (stock marketplace) Wealthfront
Raisin(savings marketplace)
KRY (video consultations) Petsdeli (pet food market)
Good Eggs
Bird Cogoport (freight search)
Carwow (car Search) BlaBlaCar (ridesharing)
Job Today Checkr (HR software)
Grovo (online learning) Knewton (online learning)
Deserve (banking) Wonga (online lending)
CoverFox (online insurance) Power2SME (online lending)
The Zebra (Insurance comparison)
KRY (video consultations) Doctolib (doctor booking)
MeinAuto.de (iBuying) Carmudi (iBuying)
Wind Mobility (e-scooter)
Exporo (crowdinvesting) Lamudi (online aggregator)
STUDITEMPS (temporary hiring)
Lecturio (teaching platform)
Wonga (online lending) Lendico (p2p loan)
BUX (trading) Spotcap (online lending)
Ottonova (insurance)
Care.com (care services) Moodpath
EatFirst (delivery)
Wunder (ride sharing) Caroobi (maintenance)
Drover (car rental) Auto1 Group
FreightHub (logistics marketplace)
Homelike (iBuying) Medwing (on-demand hire)
Joblift (aggregator) Enmacc (trading)
Tier Mobility (e-scooter) Cargo One (freight search and
booking) OnTruck (trucking)
Preply (teaching platform) Helpling (on-demand hire)
Brainly.com (teaching platform)
Revolut (banking) Finiata (online lending)
docplanner (doctor booking) Zentist (insurance)
Lemoncat (catering marketplace) Green Blender
Tier Mobility (e-scooter) Kodit Sunlight (online learning) Wefox (insurance comparison)
wikifolio
ParkJockey Grab (ride sharing) Ola (ride sharing)
Auto1 Group GetAround (ride sharing)
Opendoor Compass
Solaris Bank PolicyBazaar (insurance
comparison) Kabbage (online lending)
TalkSpace (online therapy) DoorDash (delivery)
Ele.me (delivery)
23 Sponsored by
The smart money: selected top-tier Venture Capital firms (2)
Cars & Mobility Homes Jobs & Reschooling Fintech Health Food
Lime (escooter) OnTruck (trucking) Ofo (bike sharing)
GoEuro (bus booking)
LendInvest Habito (mortgage broker)
Uniplaces (search)
Jobandtalent (on-demand hiring) MasterClass (online learning)
Knewton (online learning) Quipper (online learning)
Klarna (payments)
ZocDoc (doctor booking) Gympass (gym search)
Hinge Health (digital health)
FarmDrop (online marketplace) Wolt (delivery)
OnTruck (trucking) JustPark (parking booking)
Citymapper Motorway.co.uk (iBuying)
Drivy (p2p car rental)
Adzuna (search) Trussle (motgages)
Bricklane (investing)
Beamery (HR software) Jobbatical (on-demand hire)
Robinhood (trading)
Verifly (on demand insurance) Beautystack (wellness
booking) Zego.com (on demand
insurance)
Taster (delivery)
Tier Mobility (escooters) FreightHub (logistics marketplace)
StepStone (search) Aevy (job search)
Personio (HR software)
Crosslend (investing) Zopa (p2p loan)
Matsmart (delivery) Lemoncat (catering marketplace)
SpotHero (parking booking) BlaBlaCar (ridesharing)
Udemy (online Learning)
SmartRecruiters (HR software) Harver (HR software)
Ritual.co Freshly (delivery)
GoEuro (bus booking) Auto1 Group
McMakler (online agent) HeavenHR (HR software)
Wefox (insurance comparison) Clark (insurance)
Prosper (p2p loan)
Missbeez (on-demand wellness)
docplanner (doctor booking) MediQuo (online help)
Lemoncat (catering marketplace)
Caroobi (maintenance) Auto1 Group
PurpleBricks (online broker) McMakler (online agent)
Joblift (aggregator) HeavenHR (HR software)
Finiata (online lending) VouchedFor (comparison)
Raisin (savings marketplace)
Vint (gym instructors marketplace)
Voi Technology (escooter) Frontier Car Group
Carwow Cars45 Virtuo
Nested Peakon (HR software)
Jobbio (job search) Workable (HR software)
Zopa (p2p loan) Wonga(online lending)
Revolut (banking) Prodigy Finance
Zego.com (on demand insurance)
Simple Feast (meal kit delivery) Vivino (online wine marketplace)
ParkWhiz (parking booking) Grupa Pracuj (jobs search and HR
software) Varsity tutors (online tutoring)
WorldRemit (payments) Moneyexpert (comparison)
GoFundMe
Source: Dealroom.co. Selected top-tier VCs with track record in marketplaces. Excludes buyouts, secondary transactions, debt, ICOs, lending capital, grants.
1. Evolution of marketplaces
2. Consumer trends and innovators
3. Corporate strategic landscape
4. Segment deep-dives
Contents
25 Sponsored by
SELECTED COMPANIES 2018 ROUND
Auto1 Group Provides consumers with access to thousands of used and new cars
Jan € 460M
GROWTH EQUITY
Taxify Leading ride-hailing app in Europe and Africa
May $ 175M LATE VC
Cabify Car booking web and mobile app
Jan $ 160M SERIES E
BlaBlaCar Connecting drivers with empty seats to people looking for a ride
Nov € 101M
GROWTH EQUITY
Frontier Car Group Builds and runs marketplaces focused on emerging markets
May $ 89.0M SERIES C
Voi Technology Sharing service for electric vehicles
Nov $ 50.0M SERIES A
Cityscoot Electric scooters rental
Feb € 40.0M
EARLY VC
Blacklane Driver booking platform
Jan $ 40.0M SERIES D
OnTruck Connects businesses with freight carriers
May € 25.0M SERIES B
Tier Mobility Electric scooters that can be rented on demand
Oct € 25.0M SERIES A
Click here to explore similar funding rounds on Dealroom.co
Cars and mobility marketplaces – Investment in Europe
Source: Dealroom.co Note: Data from Europe. 2018 is based on Jan – Nov annualized
$422M
$800M $761M
$618M
$1.6B
0
5
10
15
20
25
30
35
40
45
50
$ 200M
$ 400M
$ 600M
$ 800M
$ 1 000M
$ 1 200M
$ 1 400M
$ 1 600M
$ 1 800M
2014 2015 2016 2017 2018E
Invested capital Rounds $2M+
$ 1.8B
$ 1.6B
$ 1.2B
$ 1.0B
$ 1.4B
26 Sponsored by
Cars and mobility marketplaces to watch (1/2)
CATEGORY LEADERS RISING STARS AND ENTRANTS
Marketplace / Search
Autoscout24, CarGurus (US), Vroom (US)
Cazoo.co.uk, ReezoCar, CarPrice, Kyump, GoodBuyAuto, Valuecar, Autovisual, BrumBrum, GarajSepeti, Carizy, Carsnip, Carnovo, Motorway, CarSpring
New car MeinAuto.de, Autospot, Valuecar
Auto1 Model Frontier Car Group, Tootle, Etachki
Fallen angel: Dealer Direct
Car subscription
Tusker Drover, Bipi, Cluno, Amber
Car sharing Wunder, SnappCar, TravelCar, Koolicar, Drivy, Nabobil, SocialCar, Green Wheels, ecov, Share your Bicar, Carlili,
BelkaCar, Bzzt
Ride sharing
GoMore BeeRides, Get My Car, iGoOn, CityGo, Zify, Karos
Parking marketplaces
Spot Hero JustPark, llollo, ParkBee, Parkpnp, ParkCloud, ZenPark, ApParkingSpot, Parkimeter, Letmespace, Parclick
Fuel / maintenance
Zebra Fuel, EO Charging, Caroobi, Fixico, Who Can Fix My Car, ClickMechanic, TALLERATOR, Daparto, Tyres on the Drive, POMP
Source: Dealroom.co
27 Sponsored by
Cars and mobility marketplaces to watch (2/2)
Source: Dealroom.co
CATEGORY LEADERS RISING STARS AND ENTRANTS
Short distance / Scooter / eBike
VanMoof, Superpedestrian, Donkey Republic, Cowboy, Swapfiets, Cityscoot, Voi Technology, unu, ElectricMolo, Silence, Etergo, Felyx, Yugo, Urbee, Sigo, Emmy, TIER Mobility, Wind Mobility, YEGO
Medium distance
Cabify, Taxify, Lyft
Blacklane, Whim (MaaS Global), Talixo, Citymobil, inDriver, Citymapper, heetch, JoinUp, voltlines, Liftago, Eurecab, Mivai, My Sam, Cab Guru
Long / Aggregators
GoEuro
Busfor, Obilet, ComparaBUS, Bookingabus.com
Trucking Everoad, InstaFreight.de, OnTruck, Quicargo, PackBud, Shipvio, Utily.fr, Truckin, Deliver.ru
Shipping
ShipServ
iContainers, FreightHub, Flexport, ParcelParcel.com, Zencargo, Cargo One, Chronotruck
Last mile logistics
On the dot, Dostavista, Seven Senders, Packlink, Homerr, Eliport, Brenger, Koiki,
Moving services Trusk, Movinga, Furgo
28 Sponsored by
SELECTED COMPANIES 2018 ROUND
Spotahome Medium-to-long term rentals for expats such as students and professionals
Jun $ 40.0M SERIES B
Yopa The affordable, quick & simple way to sell your home
Aug £ 20.0M SERIES D
Nested Platform for homeowners to sell their homes within 90 days
Nov £ 20.0M SERIES C
Homeday Finds the best real estate agent to sell your property
Oct € 20.0M SERIES B
Trussle Online mortgage broker
May £ 13.6M SERIES B
LendInvest Online peer-to-peer lending platform for mortgages
Jan £ 12.5M LATE VC
Homelike Marketplace for long-term furnished apartments
Aug $ 14.0M SERIES B
Adzuna The UK's search engine for Jobs, Property & Cars
May £ 8.0M
SERIES C
Housing Anywhere Allows students to sublet their rooms to exchange students
May € 6.0M
SERIES B
Homepal Helps you to find a home
Sep € 2.3M
EARLY VC
Click here to explore similar funding rounds on Dealroom.co
Real Estate marketplaces – Investment in Europe
$205M
$444M
$253M
$276M $255M
0
5
10
15
20
25
30
$ 50M
$ 100M
$ 150M
$ 200M
$ 250M
$ 300M
$ 350M
$ 400M
$ 450M
$ 500M
2014 2015 2016 2017 2018E
Invested capital Rounds $2M+
Source: Dealroom.co Note: Data from Europe. 2018 is based on Jan – Nov annualized
29 Sponsored by
Real Estate marketplaces to watch
Source: Dealroom.co
CATEGORY LEADERS RISING STARS AND ENTRANTS
iBuyers Nested, Homeloop, Dili, Evtiko, Kodit, ProntoPiso, We Buy Any Home
Home search
Adzuna, Spotahome, Zoopla, Zillow
Homelike, Student.com, Uniplaces, Appear here, Sturents.com, Italianway, Flatlooker, Lyvly, Housy, Habiteo, homie.rent, Home HT, Wunderflats, Movebubble, Howsy (No Agent)
Online brokers
Yopa
easyProperty, emoov, McMakler, Blueground, Homeday, Proprioo, Hemverket, Mon Chasseur Immo, Housfy, Hosman, Ouistock, Home Made
Ownership Lamudi, Ikimo9, Homepal, Vesta Property, Unmortgage, Realbest, Blok, thirdfort, Flatfox, Green-Acres.fr
Investing LendInvest, Property Partner, Housers, Atlant.io, CapitalRise, iFunded, BrickVest, Exporo, geoblink, Tessin, Brickshare,
Bricklane
Financing / Mortgages
Trussle, Habito, MortgageGym, StoEr, Jungo
30 Sponsored by
SELECTED COMPANIES 2018 ROUND
OpenClassRooms Online education platform in Europe
May $ 60.0M SERIES B
Area9 Personalized, adaptive online learning modules
Jan $ 30.0M LATE VC
Unicaf Online education platform
Nov $ 28.0M SERIES B
Coople On-demand marketplace for temporary staffing
Oct $ 21.0M LATE VC
Gojob Digital temporary work operations in Europe
Jan € 17.0M
EARLY VC
ZenJob Automated, data-driven, full-service staffing platform
Nov € 15.0M SERIES B
Job Today Online mobile centric recruitment marketplace
Sep $ 16.0M SERIES B
comet Marketplace for freelancer
May € 11.0M SERIES A
Goodwall Professional social network for students and graduates
Jul $ 10.8M SERIES A
Comatch Matching companies looking for consultants with freelancers
Apr € 8.0M
SERIES B
Click here to explore similar funding rounds on Dealroom.co
Jobs & reschooling – Investment in Europe
$ 110M
$ 162M
$ 314M
$ 255M
$ 206M
0
5
10
15
20
25
30
$ 50M
$ 100M
$ 150M
$ 200M
$ 250M
$ 300M
$ 350M
2014 2015 2016 2017 2018E
Invested capital Rounds $2M+
Source: Dealroom.co Note: Data from Europe. 2018 is based on Jan – Nov annualized
31 Sponsored by
Jobs & reschooling companies to watch
Source: Dealroom.co
CATEGORY LEADERS RISING STARS AND ENTRANTS
Job search
Monster, PeoplePerHour, StepStone, Jobandtalent, Grupa Pracuj
Hosco, Adzuna, Graduateland, Joblift, Welcome to jungle, job.com, Debut, Techloop, Isivi, Truffls, BeWanted
Reschooling
Udacity, OpenClassRooms, Coursera, Udemy
Ornikar, SpeachMe, A Cloud Guru, Invivox, Imusic School, Nimbles, Obby, Area9, Lambda School
Gig-Economy
Fiverr, Shiftgig
ZenJob, Brigad, Job Today, StaffMe, Side, Hopwork, Comatch, Gojob, Comet, Syft App, Helpling, YouDo, Coople, The Dots, Jobbatical, Medwing, Travauxlib
32 Sponsored by
SELECTED COMPANIES 2018 ROUND
Revolut Platform to use and manage money around the world
Apr $ 250M
SERIES C
Number26 Bank account that can be managed entirely from a smartphone
Mar $ 160M
SERIES C
Monzo London-based digital-only bank platform
Oct £ 85.0M SERIES E
Prima.it An insurance intermediary selling car insurance online
Oct € 100M
GROWTH EQUITY
Starling Bank Mobile-app based bank
May £ 80.0M
EARLY VC
eToro Trading network with easy access to the currency, commodity, and equity markets
Mar $ 100M SERIES E
Smava Germany's largest online credit market
Jan $ 65.0M LATE VC
October (Lendix) P2P lending platform for SMEs
Jun € 32.0M SERIES C
Coya Simple, transparent, and personalized insurance cover
Jun $ 30.0M SERIES A
Clark Insurance robo-advisor
Apr $ 29.0M SERIES B
Click here to explore similar funding rounds on Dealroom.co
Finance marketplaces and platforms investment in Europe
$ 320M
$ 709M
$ 544M
$ 918M
$1.3B
0
10
20
30
40
50
60
$ 200M
$ 400M
$ 600M
$ 800M
$ 1 000M
$ 1 200M
$ 1 400M
2014 2015 2016 2017 2018E
Invested capital Rounds $2M+
Source: Dealroom.co Note: Data from Europe. 2018 is based on Jan – Nov annualized
$ 1.2B
$ 1.0B
$ 1.4B
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Finance marketplaces and platforms to watch
Source: Dealroom.co
CATEGORY LEADERS RISING STARS AND ENTRANTS
Challenger banks
Monzo, N26, Atom, Starling Bank
Solaris Bank, Monese, Tandem, Qonto, Meniga, bunq, goHenry, Fiinu, Shine, Margo Bank
Lending Hypoteket, Spotcap, Future Finance, SalaryFinance, Bynk, Aprila Bank, WeShareBonds
Insurance Alan, Coya, Clark, Hellas Direct, Prima.it, Ottonova, Simple.fr, Honcho, Wrisk, Simplis, Cuvva, Zego
Product comparison
smava
Lendo, Moneyexpert, TotallyMoney, Bankimia, Wefox, Funding Options, Topcompare.be, Fincompare, Samlino, Finanzchef24, Helpmycash, BNEXT
Trading
eToro, DEGIRO BUX, Bitstamp (acquired), Coinify, Raisin, Coinfloor, Pelican Trading, Lykke
Peer-to-peer
Zopa
October (Lendix), Lendinvest, CurrencyFair, Lendico (acquired), Auxmoney, RateSetter, Lendify, Bondora, LendingCrowd, Savelend, Lending Works
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SELECTED COMPANIES 2018 ROUND
Kry Connecting patients with doctors for video consultations
Jun $ 66.0M SERIES B
Min Doktor Make appointments and consult with doctors online
Sep € 33.5M
GROWTH EQUITY
Cera Care Professional home care for elderly people
May $ 17.0M SERIES A
Doktor.se Digital healthcare
May $ 14.7M
EARLY VC
Care Sourcer Platform that connects those seeking care with those providing it
Jul £ 8.5M
SERIES A
Doc Plus On-demand doctor services
Aug $ 9.0M
SERIES B
Doctena Medical booking platform for doctors
Sep € 8.0M
EARLY VC
TeleClinic Digital health advice for individuals and employees
Nov € 7.0M
SERIES A
Careship Platform to find caregivers for seniors
Apr € 6.0M
SERIES B
Qured A doctor or physio to your door in under two hours
Aug £ 750K SEED
Click here to explore similar funding rounds on Dealroom.co
Healthcare marketplaces – Investment in Europe
$ 114M
$ 249M
$ 161M
$ 217M
$ 247M
0
2
4
6
8
10
12
14
16
18
20
$ 50M
$ 100M
$ 150M
$ 200M
$ 250M
$ 300M
2014 2015 2016 2017 2018E
Invested capital Rounds $2M+
Source: Dealroom.co Note: Data from Europe. 2018 is based on Jan – Nov annualized
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Healthcare marketplaces to watch
Source: Dealroom.co
CATEGORY LEADERS RISING STARS AND ENTRANTS
Doctors appointments
Practo
Doc Plus, Doctolib, docplanner, Top Doctors, Doctena, Doktor.se, FINDoC, Qunomedical, Now Healthcare Group, Doctoranytime, Doctify, Dottori
AI help Your.MD, Ada Health, Boost Thyroid, Emteq
Online help
Ping An Good Doctor
Kry, PushDoctor, Min Doktor, BlueCall, Telemedi.co, MedicSpot, Competencer, Doctoconsult, Veyo Care, VideoDoc, MediQuo, Moodpath, Selfapy
Care services
CareSource Careship, Medigo, Cera Care, Noon Care, Qured, Pflege.de, Care Sourcer, Holm, SuperCarers
Online pharmacy
Jianke, NetMeds, Pharmacy2U (Chemist Direct) Echo, Farmaconfianza, Pharmasimple
Wellness booking
Vaniday , Booksy, Blow, Planity, Ruuby, Beautystack, Vint, Urban Massage
Sports Entrenarme, Eversports, Urban Sports Club, Gymlib, Fitnessant, PayasUgym, Fitprime
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Other consumer marketplaces to watch
Source: Dealroom.co
CATEGORY LEADERS RISING STARS AND ENTRANTS
Horizontal & collectibles
Jumia Market, ShopClues, 1stdibs, Catawiki, Sahibinden.com (part of Aksoy Group)
Sellpy, Trouva, LoveCrafts, Barnebys, Fyndiq, Used By, Gebraucht.de, Yroo
Fashion
Zappos, Poshmark
GOAT, Videdressing, Watchmaster, Lesara, 21 Buttons, Lyst, Chronext, United Wardrobe, KupiVIP, SecretSales, Vestiaire Collective, Vinted, Depop, Swap.com, Salery, Atterley, Lidyana.com, Rebelle, Seezona, The Next Closet,
Zadaa, Thrift+, Armadio Verde, Miller & Marc, Otrium, Findur, Trendday, StyleLounge, Gardrops
Furniture
Home24, made.com Home24, made.com, Swoon Editions, Selency, Beleco, Deesup, Hallfy, Auctionet.com
Pets
Barkbox ePetworld, Barkibu, Tailwise, Mascoteros, PetMe, HouseMyDog, Snau, Dogley
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Identify promising companies before everyone else does
Source: Dealroom.co 1. Verified rounds excluding secondary, ICOs, debt and other non-equity rounds.
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the forefront of innovation, discover promising companies and identify
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■ Among its clients are world-leading strategy consulting firms, investment
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governments
Selected publishers of Dealroom data
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Number of European VC rounds tracked in 2017 (1)
Europe’s most comprehensive database of promising companies and investment
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